• You're here because you have the interest to get your finances together and want to learn about our planning process.. 

    What EXACTLY is the financial planning process?!

     Florida Veterinary Advisors' 
    Planning Process

    • As many meetings as you would like.

    • Phone and email support from our entire team.

    • Access to our team for ONE year. 

    • A money back promise; if we don't WOW you with value then you can request to be refunded the planning fee. 

    • Get your finances PERFECTLY organized with the help of your very own financial assistant. This is EVERYTHING from...

      What you have in protection.

      What you're earning, what you're paying for protection, how much you're saving and where, what you're paying towards debt and tax costs, and a snapshot on what is left for lifestyle.

      ALL your short and long term debts, and

      ALL your assets from cash, investments, retirement accounts, homes, and businesses.

    • 3 Foundational Meetings

      Protection Review 
      Learn what is considered optimal protection for YOUR finances and what steps are necessary to close any holes. This includes auto, homeowners, umbrella policies, health insurance, disability, long term care, legal documents, and life insurance.

      Cash Flow Review
      Get a proven savings strategy to separate your lifestyle from your future retirement income plan and balance your risk and taxes.

      Asset Building and Investing
      Basic and advanced investment knowledge to discuss where to save money to diversify your taxes and risk. Also, we will help you design an investment approach that aligns with your financial plan.

      BONUS Meeting:
      For those having challenges with debt there will be an entirely separate meeting to help you design a debt repayment strategy to get out of debt... AND stay out of debt. 

    This financial planning process has given hundreds of our clients clarity, confidence, control, and contentment.  

     

    Reach out today to learn more about our educational financial planning process AND get access to our entire team for ONE YEAR.

     

    Complete the form below and a team member will reach out to you promptly to schedule a time to talk.

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